| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 297,738 | 3,799,000 | 53.83% | ||
| 2 | Selway Asset Management | 158,918 | 2,028,000 | 28.74% | ||
| 3 | SUMMIT CAPITAL MANAGEMENT LLC | 30,000 | 383,000 | 5.43% | ||
| 4 | BECK MACK & OLIVER LLC | 23,691 | 302,000 | 4.28% | ||
| 5 | Veritable, L.P. | 15,450 | 197,000 | 2.79% | ||
| 6 | Accuvest Global Advisors | 14,000 | 179,000 | 2.54% | ||
| 7 | HOLLENCREST CAPITAL MANAGEMENT | 13,209 | 169,000 | 2.39% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
